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iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW

41 hedge funds and large institutions have $67.2M invested in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

21% more funds holding

Funds holding: 34 → 41 (+7)

15% more capital invested

Capital invested by funds: $58.3M → $67.2M (+$8.92M)

2.4% more ownership

Funds ownership: 21.88% → 24.28% (+2.4%)

Holders
41
Holders Change
+7
Holders Change %
+20.59%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.46M
2
Bank of America
Bank of America
North Carolina
+$2.94M
3
AAG
Armstrong Advisory Group
Massachusetts
+$1.69M
4
LPL Financial
LPL Financial
California
+$1.11M
5
PAG
Private Advisor Group
New Jersey
+$751K

Top Sellers

Rank Fund Capital Flow
1
GSEP
Golden State Equity Partners
California
-$990K
2
Truist Financial
Truist Financial
North Carolina
-$633K
3
BlackRock
BlackRock
New York
-$413K
4
PCIA
Prime Capital Investment Advisors
Kansas
-$371K
5
IPAM
Investment Partners Asset Management
New Jersey
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$19.7M +$2.94M +117,633 +17%
PCIA
2
Prime Capital Investment Advisors
Kansas
$7.88M -$371K -14,855 -4%
Raymond James Financial
3
Raymond James Financial
Florida
$7.58M +$301K +12,073 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.26M +$317K +12,696 +6%
Jane Street
5
Jane Street
New York
$4.39M +$4.46M +178,898 New
LPL Financial
6
LPL Financial
California
$4.12M +$1.11M +44,386 +36%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$3.07M +$123K +4,939 +4%
Stifel Financial
8
Stifel Financial
Missouri
$2.9M +$137K +5,477 +5%
PAG
9
Private Advisor Group
New Jersey
$2.56M +$751K +30,096 +41%
AAG
10
Armstrong Advisory Group
Massachusetts
$1.66M +$1.69M +67,680 New
Osaic Holdings
11
Osaic Holdings
Arizona
$761K -$81.2K -3,252 -9%
PCG
12
Prosperity Consulting Group
Maryland
$758K +$136K +5,437 +21%
SWM
13
SeaCrest Wealth Management
New York
$677K – – –
WP
14
WealthShield Partners
North Carolina
$618K +$189K +7,587 +43%
Citadel Advisors
15
Citadel Advisors
Florida
$525K +$534K +21,390 New
DA
16
Dover Advisors
Virginia
$523K +$13.1K +523 +3%
LAS
17
Lloyd Advisory Services
Georgia
$490K +$47.3K +1,894 +10%
BAM
18
Belpointe Asset Management
Nevada
$392K +$399K +15,974 New
FCA
19
Fortis Capital Advisors
Kansas
$392K +$399K +15,974 New
CFS
20
Coordinated Financial Services
Colorado
$380K +$130K +5,199 +51%
OMC
21
Old Mission Capital
Illinois
$321K +$327K +13,088 New
HF
22
HRT Financial
New York
$310K +$316K +12,646 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$308K +$313K +12,543 New
CFCI
24
Comprehensive Financial Consultants Institutional
Indiana
$286K -$15.4K -616 -5%
PTC
25
Private Trust Company
Ohio
$285K +$150K +6,000 +107%
1
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LQDW Hedge Fund Activity: Q4 2025 in Review

41 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) for Q4 2025, worth a combined $67.2M — up 15% from $58.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LQDW positions and 4 closed out — a net gain of 8 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.46M. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $990K sold.

  • 41 institutional investors held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) as of Q4 2025, up from 34 in Q3 2025.
  • Funds reported $67.2M of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock for Q4 2025, up 15% quarter-over-quarter.
  • 12 funds opened new iShares Investment Grade Corporate Bond BuyWrite Strategy ETF positions in Q4 2025 and 4 closed out, a net change of +8 holders.
  • The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF buyer in Q4 2025 was Jane Street, an estimated $4.46M added.
  • The largest iShares Investment Grade Corporate Bond BuyWrite Strategy ETF seller in Q4 2025 was Golden State Equity Partners, an estimated $990K sold.

Based on aggregated 13F filings for Q4 2025.